CRESTVIEW SENIOR HOUSING INC (EIN 470785373) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

PATTY BARKMEIER

Phone

3085377275

Tax Period

2023-10-01 to 2024-09-30

CRESTVIEW SENIOR HOUSING INC, founded in 1996, is a small nonprofit in the Housing & Shelter sector that reported $205K in total revenue in fiscal year 2023. Revenue surged 175% from the prior year, signaling strong growth momentum. The organization ran a surplus of $131K, a strong 64% operating margin.

Mission

PROVIDE ELDERLY AND LOW INCOME INDIVIDUALS AFFORDABLE HOUSING

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $204,033

Investment Income $1,366

Other Revenue $0

TOTAL REVENUE $205,399

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $67,217

Other Expenses $74,474

TOTAL EXPENSES $74,474

Year-over-Year Comparison

	2023	2022	Change
Revenue	$205,399	$74,741	+1.7%
Expenses	$74,474	$87,300	-0.1%
Net Income	$130,925	$-12,559	-11.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATTY BARKMEIER	PRESIDENT	N/A	Officer Director	$0	$0	$0
JIM HUDSON	DIRECTOR	N/A	Director	$0	$0	$0
JACK KNISS	DIRECTOR	N/A	Director	$0	$0	$0
CHARLENE OGIER	DIRECTOR	N/A	Officer Director	$0	$0	$0
ELDON RODINE	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
DEB WEIDMAN	DIRECTOR	N/A	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$205,399	$74,474	$635,722	$130,925
2023	$74,741	$87,300	$538,661	$-12,559
2022	$63,496	$84,368	$553,975	$-20,872
2021	$69,925	$81,939	$569,419	$-12,014
2020	$79,633	$89,960	$584,119	$-10,327
2019	$67,842	$90,716	$588,619	$-22,874
2018	$61,873	$81,291	$604,933	$-19,418

CRESTVIEW SENIOR HOUSING INC